What are the responsibilities and job description for the Manager, Financial Planning & Analysis position at Silver Ventures and Careers?
Manager, Financial Planning & Analysis (FP&A)
Position Summary:
The FP&A Manager is accountable for the financial planning, reporting, and analysis across a dynamic portfolio of companies. This role is pivotal in consolidating performance data, driving insights, and supporting executive decision-making to unlock growth and operational efficiency.
Key Responsibilities:
- Lead Forecasting & Budgeting Cycles: Own the end-to-end planning process, including model development and efficient data aggregation across entities.
- Strategic Analysis & Modeling: Partner with leadership on ad hoc financial modeling and scenario analysis to support business decisions.
- Performance Reporting: Consolidate financial results and deliver actionable insights to senior leadership.
- Dashboard & KPI Development: Build and maintain models and dashboards to monitor performance across business units.
- Cross-Functional Collaboration: Work closely with accounting, operations, and business leaders to align financial reporting and planning.
- Long-Range Planning & ROI Analysis: Support strategic initiatives through robust financial projections and investment evaluations.
- Process Optimization: Enhance systems and workflows for financial data collection, reporting, and analysis.
- Policy & Control Alignment: Ensure consistent application of financial policies across all entities.
- Team Development: Mentor junior analysts and foster growth in financial acumen and reporting capabilities.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA preferred).
- 5 years of progressive FP&A experience, including 2 years in a multi-entity or multi-company environment.
- Advanced financial modeling, budgeting, and forecasting expertise.
- Proficiency in Excel and experience with financial systems/tools.
- Strong communication and presentation skills; able to influence cross-functional stakeholders.
- Exceptional attention to detail and organizational skills.
- Ability to manage competing priorities and meet tight deadlines.
- Treasury experience is a plus.
- Experience in private equity-backed, multi-portfolio, or holding company structures.
- Familiarity with intercompany transactions, eliminations, and financial consolidations.
- Proficiency in data visualization tools and dashboard reporting.